Waverly Advisors, LLC

Position in IP — International Paper Co /New/

CIK 1568787 BIRMINGHAM, AL

Position in IP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$704,316

+$149,218 QoQ

Shares Held

18,486

+18.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#379

of 850 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $7,642,058 across 9 Packaging & Containers names. IP ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKG	Packaging Corp Of America	18,658	$4,445,827
2	IP	International Paper Co /New/ This page	18,486	$704,316
3	CCK	Crown Holdings, Inc.	6,014	$672,484
4	AVY	Avery Dennison Corp	3,466	$562,705
5	BALL	BALL Corp	6,612	$412,588
6	SON	Sonoco Products Co	5,347	$301,303
7	GPK	Graphic Packaging Holding Co	20,620	$217,953
8	AMBP	Ardagh Metal Packaging S.A.	39,986	$189,533

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,316	18,486	+18.9%	Shares	Sole	2026-08-14
2026-03-31	$555,098	15,549	+6.5%	Shares	Sole	2026-05-15
2025-12-31	$575,014	14,598	+17.4%	Shares	Sole	2026-02-17
2025-09-30	$577,123	12,438	+9.0%	Shares	Sole	2025-11-14
2025-06-30	$534,470	11,413	-2.8%	Shares	Sole	2025-08-14
2025-03-31	$626,328	11,740	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$618,821	11,498	+9.9%	Shares	Sole	2025-02-14
2024-09-30	$511,166	10,464	-85.5%	Shares	Sole	2024-11-14
2024-06-30	$3,113,918	72,165	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$2,813,459	72,103	+745.4%	Shares	Sole	2024-05-15
2023-12-31	$308,323	8,529	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$304,048	8,572	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.